Financial advisor


Financial Adviser

Remuneration: R6050 – R7050 per month Basic plus commission
Benefits: Access to Med aid, Free online training, Great commission structure
Location: Pietermaritzburg
Education level: Matric
Job level: Junior/Mid
Travel requirement: Occasional
Job policy: Employment Equity position
Type: Permanent
Reference: #Umgungundlovu
Company: Metropolitan

Job description

Job description:

  • Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management
  • Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients
  • Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions
  • Accurately identify problems and proactively solve them
  • Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised
  • Timeously complete all administrative and reporting duties related to the role
  • Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible financial advisory services
  • Support and guide clients through the decision making process by displaying exceptional product knowledge and customer centricity
  • Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
  • Build sound relationships with others through honesty, trust and respect
  • Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements
  • Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.
  • Effectively manage time and ensure optimal productivity
  • Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates
  • Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making
  • Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients’ financial goals

Please reference which Region you are applying to on email by indicating:

  • Northern Zululand
  • King Chetswayo
  • Ilembe
  • Ethekweni
  • Umgungundlovu
  • Ugu


  • Matric passed
  • Sales experience (two years minimum)
  • Smart phone (must have)
  • Laptop/PC (Advantageous)
  • “Never give up” attitude

Posted on 04 Jan 10:08


0817337592 (Whatsapp)